SUB vs GENM

ASUB

BGENM

Measures won3–1SUB wins · of 6 · 5Y

$10,000 · 5Y$10,860SUB

Lowest cost0.07%SUB · $7 on $10k

Most income2.96%GENM · $296 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]SUB and GENM

SUB

GENM

iShares Short-Term National Muni Bond ETF · $13.4BGenter Capital Municipal Quality Intermediate ETF · $34M

+3.4%3 years · per year$11,045 · […][…]

+1.7%5 years · per year$10,860 · […][…]

0.07%Expense ratio$7 · $39 on $10k · lower wins0.39%

2.57%12-mo yield$257 · $296 on $10k2.96%

−1.9%Worst dropSmaller wins−4.5%

1.4%VolatilityLower wins3.1%

3–1SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUB · GENM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.6%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	BGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.96%	+0.1%	+1.7%	+2.3%	new	new	−4.5%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.6%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	BGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.96%	+0.1%	+1.7%	+2.3%	new	new	−4.5%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SUB vs GENM

SUB

iShares Short-Term National Muni Bond

$10,860

GENM

Genter Capital Municipal Quality Intermediate

[…]

MeasureSUBGENM

Fee0.07%0.39%

Cost on $10k a year$7$39

Yield2.57%2.96%

5 years, per year+1.7%[…]

3 years, per year+3.4%[…]

Worst drop · 1Y−1.9%−4.5%

Volatility · 1Y1.4%3.1%

3–1measures won
SUB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SUB, GENM

Today

[…]holdings […]

SUBGENM

SUB—[…]

GENM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$257most kept, GENM

GENM$296 − $39 = $257

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee